PA

Powers Advisory Group, LLC

13F
Powers Advisory Group, LLC
Last update 2025-04-16 107 Stocks (4 new)
Value $210.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHX(12.60%)SCHD(9.07%)DGRO(6.73%)IGSB(4.90%)SCHF(4.64%)
Summary Stock Picks Current Portfolio
Powers Advisory Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
1,197,841
26,448.3
+0.12%
12.600
+0.02%
0.050
+17.13%
+7.49%
56,642.8
 
SCHD
Schwab US Dividend Equity ETF
680,620
19,030.1
+7.16%
9.070
+0.61%
0.030
+3.32%
+2.01%
71,250.9
 
DGRO
iShares Core Dividend Growth ETF
228,652
14,126.1
+9.45%
6.730
+0.58%
0.050
+9.81%
+7.41%
32,633.9
 
IGSB
iShares 1-3 Year Credit Bond ETF
196,201
10,275.1
+1.84%
4.900
+0.09%
0.050
+1.31%
+3.76%
21,509.5
 
SCHF
Schwab International Equity ETF
492,597
9,743.6
+6.44%
4.640
+0.28%
0.020
+14.61%
+20.68%
49,128.7
 
BND
Vanguard Total Bond Market ETF
124,221
9,124.0
+8.80%
4.350
+0.35%
0.010
+0.05%
+3.60%
126,370.7
 
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
212,346
9,028.9
+1.34%
4.300
+0.06%
0.150
+4.52%
+4.53%
6,553.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
105,615
8,337.3
+4.82%
3.970
+0.18%
0.020
+1.28%
+3.60%
34,699.6
 
SCHG
Schwab U.S. Large-Cap Growth ETF
298,813
7,482.3
+8.13%
3.560
+0.27%
0.020
+22.50%
+5.77%
44,575.7
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
86,207
7,048.3
+6.16%
3.360
+0.19%
0.010
+1.71%
+5.10%
52,150.7
 

Powers Advisory Group, LLC's Historical Top Holdings Breakdowns

Powers Advisory Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.61%
●
27.01 ($27.88) 28.54
$27.35
-1.90%
Add 7.16%
680,620
45,449
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.58%
●
60.46 ($62.66) 64.42
$65.22
4.09%
Add 9.45%
228,652
19,736
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.53%
●
50.87 ($50.99) 51.09
$50.88
-0.22%
Add 228.18%
31,282
21,750
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.50%
●
78 ($81.92) 84.37
$85.22
4.03%
Add 149.74%
21,750
13,041
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.35%
●
71.17 ($72.57) 73.66
$73.08
0.70%
Add 8.8%
124,221
10,048
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.28%
●
18.36 ($19.62) 20.51
$22.18
13.05%
Add 6.44%
492,597
29,819
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.27%
●
24.91 ($27.39) 29.02
$29.42
7.41%
Add 8.13%
298,813
22,472
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
2025-03-31
Add
Add
+0.19%
●
29.86 ($32.06) 34.01
$26.79
-16.44%
Add 174.8%
19,494
12,400
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.19%
●
79.17 ($80.9) 82.04
$82.44
1.90%
Add 6.16%
86,207
5,000
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.18%
●
77.7 ($78.41) 78.94
$79.10
0.88%
Add 4.82%
105,615
4,857

Powers Advisory Group, LLC Total Holding History ($B)

To

Powers Advisory Group, LLC's Asset Allocation

To

Powers Advisory Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Powers Advisory Group, LLC's Hypothetical Growth since 2025-03-31

Powers Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Powers Advisory Group, LLC's Holdings Heat Map

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